FINANCIAL CONTROL SCORECARD
Filed: August 22, 2006
FINANCIAL SERVICES, namely, FINANCIAL ANALYSIS AND [ CONSULATION ] * CONSULTATION *, CAPITAL AND FUNDS INVESTMENT CONSULTATION…
Owned by: UNITED CAPITAL FINANCIAL PARTNERS, LLC
Serial Number: 78957821
MONEYMIND
Filed: December 8, 2011
FINANCIAL SERVICES, NAMELY, FINANCIAL ANALYSIS AND CONSULTATION, CAPITAL AND FUNDS INVESTMENT CONSULTATION, FUNDS INVESTMENTS…
Owned by: UNITED CAPITAL FINANCIAL PARTNERS, LLC
Serial Number: 85490628
ONE BEST FINANCIAL LIFE
Filed: August 10, 2012
Financial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund…
Owned by: UNITED CAPITAL FINANCIAL PARTNERS, LLC
Serial Number: 85700235
UNITED CAPITAL FINANCIAL LIFE MANAGEMENT
Filed: August 17, 2015
financial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund…
Owned by: UNITED CAPITAL FINANCIAL PARTNERS, LLC
Serial Number: 86727573
IDEAL LIFE INDEX
Filed: January 26, 2016
Downloadable computer software for analysis in the fields of wealth management, portfolio analysis, and financial planning…
Owned by: UNITED CAPITAL FINANCIAL PARTNERS, LLC
Serial Number: 86886621
LIVE RICHLY
Filed: October 5, 2017
Financial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund…
Owned by: UNITED CAPITAL FINANCIAL PARTNERS, LLC
Serial Number: 87635154
INVESTMENTVIEWFINDER
Filed: May 11, 2018
Financial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund…
Owned by: UNITED CAPITAL FINANCIAL PARTNERS, LLC
Serial Number: 87917170
GUIDECENTER
Filed: May 11, 2018
Financial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund…
Owned by: UNITED CAPITAL FINANCIAL PARTNERS, LLC
Serial Number: 87918352
